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Client Onboarding Associate - Boston

  • Job
    Full-time
    Junior Level
  • Customer Relations
  • Boston

AI generated summary

  • You need a Bachelor's degree, 1+ years of client-oriented experience, proficiency in Microsoft Office, CRM familiarity, multitasking skills, excellent communication, organization, interpersonal skills, professionalism, independence, teamwork, and web-based database proficiency.
  • You will assist with client onboarding activities, manage investor CRM information, validate and reconcile data, communicate with technology team, set up client portals, run AML reports, provide administrative support, and collaborate on best practices.

Requirements

  • Bachelor's Degree or equivalent relevant experience required
  • 1+ years of experience in a client‐oriented professional office environment, preferably in a related industry
  • Proficiency in Microsoft Office applications, particularly Excel, Word, and Outlook
  • Familiarity with CRM systems a plus (Allvue, eFront, etc.)
  • Ability to manage high volume workload by multi-tasking and prioritizing
  • Excellent written and verbal communication skills
  • Exceptional organizational skills and attention to detail
  • Strong interpersonal skills with the ability to interact professionally with all levels of internal and external parties
  • Ability to work independently and exercise professional judgment
  • Team player with a strong work ethic
  • Adept using web-based data entry databases

Responsibilities

  • Assist internal engagement teams with onboarding activities, such as providing access to folders, group mailboxes, and other engagement activities
  • Compile and organize investor CRM information
  • Assist with data validations, loads, and reconciliations for client implementations
  • Communicate and provide information to the technology team to set up client portals
  • Assist with client workspace setup within Standish’s project management software
  • Run Anti-Money Laundering (AML) reports
  • Provide general administrative support to the Client Onboarding and System Solutions Team
  • Collaborate with the Client Onboarding Coordinators to develop and implement best practices

FAQs

What are the main responsibilities of a Client Onboarding Associate in this role?

The main responsibilities include compiling and maintaining investor and engagement team information, file organization, assisting with client deliverables, and helping to onboard new clients to Standish’s fund accounting group.

Who does the Client Onboarding Associate report to?

The Client Onboarding Associate will report directly to the Client Onboarding Coordinators and Managers.

Are there opportunities for career advancement within the Client Onboarding and System Solutions Team?

Yes, high performers in this role will have the opportunity to progress within the Client Onboarding and System Solutions Team at Standish.

Standish is a provider of specialized fund administration services for Private Equity Funds

Venture Capital & Private Equity
Industry
501-1000
Employees
2007
Founded Year

Mission & Purpose

We are a provider of specialized fund administration services for Managers and General Partners of private equity funds, specifically: Buy‐out, Venture Capital, Real Estate and Fund‐of‐ Funds. For new General Partners, we provide consulting services to help accelerate the launch of their funds in addition to our full fund administration services. For established General Partners, we provide administration services and technology to whole fund families or select funds, to help scale their fund operations rapidly and efficiently. From our start in 2007, we have grown steadily and currently administer more than 1,000 funds with clients who have in excess of $100 billion in committed capital under administration.